See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $144,650 |
MORNINGSTAR5+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $15,208 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,018 | $74,347+26.5% | $93,606+0.4% | $67,579+39.1% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 71.3%+28.7pp |
| Annual return | 20.06% | 28.07%-8.0pp | 32.76%-12.7pp | 378.56%-358.5pp |
| Employer contribution / active EE | $6,800 | $2,583+163.3% | $2,718+150.2% | $2,148+216.6% |
| Participant deferral / active EE | $6,660 | $4,060+64.0% | $4,069+63.7% | $3,539+88.2% |
| Admin fee / account holder | $169 | $123+38.1% | $7,888-97.9% | $142+19.0% |